Fruth Investment Management
Fruth Investment Management is a U.S.-based, Houston-headquartered independent investment advisory firm registered with the SEC. The firm, operating under the legal name Fruth Richard J & Associates Inc, is an investment adviser founded to provide asset management services, primarily for individuals—both high net worth and non-high net worth—as well as a small number of businesses. As of 2025, Fruth oversees hundreds of client accounts and manages several hundred million dollars in assets. The firm employs a small staff (about 3-4 professionals) and is known for its hands-on, client-focused service.
Investment Strategy
Fruth Investment Management appears to utilize a diversified, discretionary investment strategy focused on long-term growth through equity investment in public companies. The firm holds a broad portfolio—216 positions as of their last filing—spanning sectors and capitalizations, with a particular emphasis on blue-chip and large-cap stocks. Their top positions include companies such as GWW, Linde, ExxonMobil, and Mastercard. The firm prioritizes individualized portfolio management and risk-adjusted returns for a client base predominantly consisting of high net worth individuals, investing based on deep research and client objectives.
Top Holdings
Equity Positions (204)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GWW | GRAINGER WW INC | 4.46% | $16.5M | 17,283 | $91.31 | $952.96 | -$2.0M |
M MA | MASTERCARD INC | 3.22% | $11.9M | 20,926 | $58.15 | $568.81 | +$143.0K |
M MSFT | MICROSOFT CORP | 2.59% | $9.6M | 18,455 | $30.83 | $517.95 | -$352.0K |
X XOM | EXXON MOBIL CORP | 2.47% | $9.1M | 80,911 | $78.69 | $112.75 | -$74.0K |
T TSCO | TRACTOR SUPPLY COMPANY | 2.46% | $9.1M | 159,750 | $47.84 | $56.87 | +$549.0K |